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Ep 50: When & How To Rebalance Your Portfolio

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Manage episode 362439232 series 2895818
Content provided by Phil Telpner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Telpner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you unsure of when to rebalance and how to do it? In this episode, we’ll uncover the importance of rebalancing your portfolio and discuss everything from frequency to tax implications. Plus, we’ll share a cautionary tale about the consequences of neglecting rebalancing.

Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD

Book a call with Phil: https://bit.ly/31iOtBO

Phone: (224) 616-2016

Email: [email protected]

Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 362439232 series 2895818
Content provided by Phil Telpner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Telpner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you unsure of when to rebalance and how to do it? In this episode, we’ll uncover the importance of rebalancing your portfolio and discuss everything from frequency to tax implications. Plus, we’ll share a cautionary tale about the consequences of neglecting rebalancing.

Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD

Book a call with Phil: https://bit.ly/31iOtBO

Phone: (224) 616-2016

Email: [email protected]

Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

  continue reading

54 episodes

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